Frauenfeld, 8501,
Switzerland
Anderes Finanzberatung Switzerland Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Anderes Finanzberatung Switzerland and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Anderes Finanzberatung Switzerland employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Anderes Finanzberatung Switzerland has purchased the following applications: Profidata e-AMIS Customer Management for CRM and Investor Relationship Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Anderes Finanzberatung Switzerland is running and its propensity to invest more and deepen its relationship with Profidata Group or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Anderes Finanzberatung Switzerland revenues, which have grown to $2.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Anderes Finanzberatung Switzerland intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Profidata Group | Legacy | Profidata e-AMIS Customer Management | CRM and Investor Relationship Management | Investment Management | n/a | 2014 | 2014 |
In 2014, Anderes Finanzberatung AG implemented Profidata e-AMIS Customer Management. Profidata e-AMIS Customer Management is a CRM and Investor Relationship Management application deployed to streamline investment processes, portfolio analyses and client reporting across the firm's Swiss operations. The deployment concentrated on portfolio management and reporting capabilities, centralizing portfolio data, standardizing reporting templates and enabling investor relationship workflows for advisory activities.
Configuration emphasized portfolio management, reporting automation and client relationship functionality, delivering consolidated portfolio views, scheduled report generation and structured client communications. Operational scope covered advisory and client reporting functions within Switzerland, and the implementation restructured front office reporting workflows to provide a single source of portfolio information for advisers. The firm cites the e-AMIS portfolio management and reporting capabilities as central to faster, more transparent client reporting and more efficient operations.
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Portfolio and Investment Management | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Trade Order Management System (TOMS) | Investment Management |
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2014 | 2014 |
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